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VENTURE INVESTMENT ASSOCIATES
88 Main Street
Peapack, New Jersey 07977-0131
Tel: 908-532-0020
About VENTURE INVESTMENT ASSOCIATES
VENTURE INVESTMENT ASSOCIATES, formally registered with the SEC as VENTURE INVESTMENT ASSOCIATES. The firm was established in 03/30/2012. They have over 2 offices throughout the country.
VENTURE INVESTMENT ASSOCIATES is a Peapack, New Jersey based Financial Planning firm with nearly $744,311,909 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160002 |
| SEC# | 801-73833 |
| Assets Managed by Firm | $744,311,909 |
| No. of Clients | 16 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 16 | $744,311,909 |
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